Many of you have asked what TBH means.
Simply, tortoise beats hare.

“Plodding wins the race” is the famous last line of Aesop’s fable “The Hare and the Tortoise.” Understanding that patience and following a plan give us a much greater chance of success we felt TBH would be the perfect company name. TBH Plan strives to bring clarity to each client’s financial life. We believe that the more we plan, the higher likelihood of success and peace of mind the client receives.

OUR TEAM

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.

Holly Merrell

Holly brings a personal touch and a wealth of knowledge to each client relationship. She instills a “control what you can control” philosophy and seeks to remove roadblocks and unknown obstacles, allowing her clients to find clarity and to focus on their desires.

Nick Warf

Nick brings over 15 years of experience in the investment industry. Nick’s role as a Financial Planner allow him to interact with clients and help them build comprehensive financial plans and plan for their futures. He is a member of the CFA Society of Nashville and currently serves on the Board of Directors for the society as President.